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Optimize Financial’s Teladoc Health TDOC Stock Holding History

Optimize Financial’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-55,115
Closed -$386K – 447
2025
Q4 		$386K Buy
55,115
+792
+1% +$6.2K 0.19% 219
2025
Q3 		$420K Buy
+54,323
New +$424K 0.22% 189

Other funds holding TDOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's TDOC Position: Q1 2026 in Review

Optimize Financial sold out of Teladoc Health (TDOC) in Q1 2026, closing a stake of 55,115 shares — an estimated $386K sold.

Optimize Financial first reported a position in TDOC in Q3 2025 and held it in 2 quarters. The position peaked at $420K in Q3 2025. 322 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

  • Optimize Financial reported no remaining Teladoc Health position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 55,115 Teladoc Health shares in Q1 2026, an estimated $386K.
  • Optimize Financial first reported a position in Teladoc Health in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Teladoc Health position peaked at $420K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.